Notes & journal
Track every interaction in one timeline
Internal notes and activity journal for customer relationships
Keep your team aligned with shared notes and an automatic activity log that records every change, email, and order milestone.
- Write internal notes visible only to your team
- Automatic activity log tracks changes, emails sent, and order events
- See which team member made each change and when
- Meal Service customers get a complete order history timeline
- Search past interactions without leaving the customer record
You write internal notes directly in the customer record. Your team sees them when they open the customer. No searching through email threads or Slack channels.
The activity journal runs automatically. It logs when you created the customer, updated payment terms, sent a quote, or confirmed an order. You see who did what and when.
For Meal Service customers, the journal tab shows all meal orders and changes. Your customer service team answers questions without asking someone else what happened.
Who benefits
Sales / account manager
See every quote sent and every follow-up note before your next call
Business owner
Understand customer relationships without interrupting your team
Customer
Your entire service history visible when you contact support